Tasks

Tasks in Time To Pet are a versatile way to create assignable reminders directly in your Dashboard. A task has a description, an optional due date, an optional assignee, and an optional client linked. Tasks are only visible in the Dashboard, only available to Office Managers/Administrators, and never visible to Clients.

Creating a New Task

There are two primary tasks that you can create, those that are linked to a Client and those that are not.

To create a task assigned to a Client:

  1. Navigate to the Clients profile.
  2. Click the "Add Task" button beneath the Client's name.
  3. Fill out the Description, who to assign the task to (to not assign to anyone in particular select "Any Admins/Office Managers"), and select an optional due date.
  4. Click "Save".

To create a task not assigned to a Client:

  1. Navigate to the Tasks page (you can also get there by clicking the Bell icon in the upper right corner, and selecting "View All Tasks").
  2. Click the "Add Task" button.
  3. Fill out the Description, who to assign the task to (to not assign to anyone in particular select "Any Admins/Office Managers"), and select an optional due date.
  4. Click "Save".

Completing a Task

Completing a task will remove it from the Client's profile (if linked to a specific client) and the Tasks notification icon in the top right corner of the Dashboard.

  1. Navigate to the Tasks page or the Client's profile.
  2. Click on the Task to open it up.
  3. Click the "Complete Task" button.

A Note About Due Date

All Tasks that have not been completed will be visible on the Client's profile (if linked to a particular Client) and via the Task bell in the top right corner:

All Tasks are sorted by due date with the the earliest due dates being shown first. All Tasks without a due date will be shown after all Tasks with a Due Date.

Tasks that are Past Due will be highlighted in Red.

Tasks that are Due Today will be highlighted in Orange.

Tasks that are due in the future or have no due date will be highlighted in Blue.

Daily Task Email

You can have a daily summary email sent out every day that there are open tasks that are past due or due within the next three days. By default this is disabled.

To enabled the Daily Task Email:

  1. Edit your Profile (click "Welcome, My Name" -> "Edit My Info")
  2. Scroll to the bottom and change "Daily Task Email" to "Yes, Each Day I Have Tasks Due".
  3. Click "Update" button.

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